Envestnet Asset Management’s Alliance Resource Partners ARLP Stock Holding History

Envestnet Asset Management’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-25,104	Closed	-$557K	–	3101
2016 Q3	$557K	Buy	+25,104	New	+$493K	﹤0.01%	1512
2015 Q4	–	Sell	-1,715	Closed	-$38K	–	2978
2015 Q3	$38K	Buy	+1,715	New	+$41.9K	﹤0.01%	2760
2015 Q1	–	Sell	-3,288	Closed	-$142K	–	2034
2014 Q4	$142K	Buy	3,288 +3,168	+2,640%	+$141K	﹤0.01%	1076
2014 Q3	$5K	Buy	120 +42	+54%	+$2K	﹤0.01%	2291
2014 Q2	$4K	Hold	78	–	–	﹤0.01%	2342
2014 Q1	$3K	Hold	78	–	–	﹤0.01%	2194
2013 Q4	$3K	Hold	78	–	–	﹤0.01%	2117
2013 Q3	$3K	Hold	78	–	–	﹤0.01%	2030
2013 Q2	$3K	Buy	+78	New	+$2.74K	﹤0.01%	1991

Other funds holding ARLP

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management's ARLP Position: Q4 2016 in Review

Envestnet Asset Management sold out of Alliance Resource Partners (ARLP) in Q4 2016, closing a stake of 25,104 shares — an estimated $557K sold.

Envestnet Asset Management first reported a position in ARLP in Q2 2013 and held it in 9 quarters. The position peaked at $557K in Q3 2016. 113 funds tracked by Wall St. Rank hold ARLP as of Q4 2016.

Envestnet Asset Management reported no remaining Alliance Resource Partners position as of Q4 2016 after selling out during the quarter.
Envestnet Asset Management sold 25,104 Alliance Resource Partners shares in Q4 2016, an estimated $557K.
Envestnet Asset Management first reported a position in Alliance Resource Partners in Q2 2013 and held it in 9 quarters.
Envestnet Asset Management's Alliance Resource Partners position peaked at $557K in Q3 2016.
113 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2016.

Based on Envestnet Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.